How Does a Consultant Best Work with Fishbowl?

I get asked multiple variations of this question on a daily basis and I totally understand why. Fishbowl is a big chunk of software, and with our new CRM release, Fishbowl Pipeline, it is only getting bigger. So a consultant who works with us can, rightly, be a bit overwhelmed by all that Fishbowl provides, especially if Fishbowl is NOT the central part of their business. With this in mind, let me show you what we at Fishbowl have done to make working with us as simple as possible:

You Are Assigned Your Own Salesperson: Just give us a call and you will be assigned a salesperson.  Nothing will help you more in working with Fishbowlthan your salesperson. They answer all the questions, do all the demos for you and, if it’s a good fit, make the sale. If you really want to know if Fishbowl is a good fit for a client but don’t know what to tell them, then give your Fishbowl salesperson a call. Some of these guys have done thousands of demos and have been asked every conceivable question and know all the answers.  (Seriously, they really do.)  At Fishbowl, it’s HARD to get on the salesteam and only the best make it. These people are far and away your best resource.

FYI: All Fishbowl salespeople are taught to be very mindful of how you, the consultant, want to work with us. Do you want to keep all the QB consulting work? Do you want to be in on the demos? Do you want the sale to come directly through you or maybe just give the discount to your client? Just let us know and we’ll work with you.

Fishbowl Links with YOUR tracking information:  I am often asked “How can I be certain that leads we send to Fishbowl are registered in my name?”  The short answer is you can’t be absolutely certain because people can contact us many different ways, BUT we can customize any Fishbowl link that you may want to use so that any lead that comes to us from that link will be registered in your name.  Take a look at this link:

Learn More about Fishbowl. Its URL is  In other words, you can choose any Fishbowl link you prefer and we can customize it so that anyone who uses the link to come to our website will be registered as your lead.  Just let us know and we’ll set it up for you.

Additional Resources:  You may not have noticed, but at the bottom of the Fishbowl Referrer Page is a section called Resources. Here they are, along with a short description of each:

Fishbowl Overview Sheet: Two-page Fishbowl brochure. Says where Fishbowl Inventory is a good fit, what it adds to QuickBooks and has a great diagram showing HOW it works with QuickBooks.
Fishbowl Enterprise Overview Sheet: Two-page brochure about Fishbowl Enterprise our first real step into the lower mid-market.
Fishbowl Product Info Sheet: Detailed list of features provided by Fishbowl Inventory, Fishbowl Manufacturing, Salespoint, Fishbowl Warehouse Manager, etc.
Case Studies: Link to our case studies page. Lots of great examples here.
Training Videos: Detailed training videos on every aspect of Fishbowl. New ones being added all the time.

Content for your website or email blasts:



About Grant Kimball

Grant Kimball is currently serving as vice president, partner relations and is one of the founders of Fishbowl. Grant joined the original Fishbowl team in 2001 and has filled many roles in, or related to, sales. Previous to his current role, he was vice president of sales and marketing. Grant brings 24 years of sales experience to Fishbowl, primarily in technology-related fields. In 2003, Grant helped steer Fishbowl towards integration with QuickBooks, the popular accounting package from Intuit Corporation. Since 2003, Fishbowl has focused on this relationship and is currently the #1-requested add-on software solution for QuickBooks users out of approximately 300 software packages. Besides the relationship with Intuit, Grant is also responsible for developing Fishbowl’s growing resellers program, which he is currently managing, and now accounts for over 20% of Fishbowl’s total sales. Grant earned a Master’s in Computer Integrated Manufacturing from Brigham Young University and a Bachelor’s in Operations Management from Cal Poly, Pomona.
This entry was posted in Business Consulting, Computer Training, IT Consulting, QuickBooks Consulting, QuickBooks Inventory, QuickBooks Manufacturing, Small business manufacturing. Bookmark the permalink.

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